Lost in a sea of paper? Not sure your workflow is efficient? Can’t find anything?

I can design a plan that works for you, help you implement it, and even take over your personal or small business bookkeeping.

The Paperwork Plan

What’s Included:
Comprehensive Onsite Consultation

During this session, typically 2-3 hours, Geri will review your current paperflow system (or lack thereof!), assess your particular challenges, and determine an optimal solution.

A Written Report

Within 72 hours of our on-site consultation you will receive a detailed report containing a customized plan for streamlining your personal or small business paperflow.

The Geri Box

A desktop file box with clearly labeled folders designed to serve as your personal command central.


Once you receive your personalized Paperwork Plan, you have three options:

  • Follow the recommendations and implement the plan yourself.
  • Allow Geri to assist you in your reorganizing efforts as a short term project on an hourly rate basis.
  • Take advantage of Geri’s on-going bookkeeping and administrative support services – getting these things off your plate so you can use your time more effectively.

Paperwork Plan Fees

For Busy Individuals: $325

For Small Business and Sole Practitioners/Service Providers with 1-3 employees: $600